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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,060 | $99,345+25.9% | $84,753+47.6% | $273,972-54.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.77% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $13,682 | $4,214+224.7% | $3,574+282.8% | $4,869+181.0% |
| Participant deferral / active EE | $6,420 | $4,270+50.4% | $3,712+73.0% | $5,287+21.4% |
| Admin fee / account holder | $2,191 | $6,645-67.0% | $5,333-58.9% | $10,133-78.4% |